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Boston Beer
SAM

Overview Fund Activity

250 hedge funds and large institutions have $2.07B invested in Boston Beer in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
40
Increased
68
Reduced
99
Closed
35
Calls
$49.7M
Puts
$63M
Net Calls
-$13.3M
Net Calls Change
-$14.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.8M
2
JIM
2
Jupiter Investment Management
United Kingdom
$54M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$24.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$226M
5
Squarepoint
5
Squarepoint
New York
$5.49M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$2.3M
2
AL
2
AJO LP
Pennsylvania
$16.1M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$6.25M
4
Macquarie Group
4
Macquarie Group
Australia
$41.7M
5
State Street
5
State Street
Massachusetts
$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
26
AJO LP
Pennsylvania
$16.1M -$10.6M -43,904 -40%
Charles Schwab
27
Charles Schwab
California
$15.2M -$1.07M -4,441 -7%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$12.8M +$1.87M +7,761 +17%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$11.6M -$1.73M -7,182 -13%
Morgan Stanley
30
Morgan Stanley
New York
$11.4M -$2.98M -12,364 -21%
RAM
31
RK Asset Management
Michigan
$11M -$179K -742 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$10.8M -$482 -2 -0%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$10.8M -$1.59M -6,600 -13%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$10.4M -$76.8K -319 -0.7%
Ameriprise
35
Ameriprise
Minnesota
$9.99M -$1.6M -6,640 -14%
APG Asset Management
36
APG Asset Management
Netherlands
$9.27M +$2.32M +11,000 +33%
BTW
37
Boston Trust Walden
Massachusetts
$8.57M -$4.67M -19,372 -35%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$8.52M -$2.88M -11,942 -25%
AG
39
Aperio Group
California
$8.42M +$299K +1,241 +4%
AllianceBernstein
40
AllianceBernstein
Tennessee
$8.4M +$2.69M +11,150 +47%
Wells Fargo
41
Wells Fargo
California
$8.12M +$597K +2,479 +8%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$7.21M -$570K -2,366 -7%
Allianz Asset Management
43
Allianz Asset Management
Germany
$7.13M +$221K +918 +3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$6.97M +$2.6M +10,780 +59%
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$6.96M +$45.4K +190 +0.7%
BA
46
Broadview Advisors
Wisconsin
$6.84M -$1.54M -6,414 -18%
GACM
47
Global Alpha Capital Management
Quebec, Canada
$6.78M – – –
Federated Hermes
48
Federated Hermes
Pennsylvania
$6.25M -$6.22M -25,825 -50%
PPA
49
Parametric Portfolio Associates
Washington
$6.21M +$781K +3,244 +14%
GF
50
Gabelli Funds
New York
$5.9M – – –
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